Share a form with specific users in Zoho Forms

Share a form with specific users in Zoho Forms

Share a Zoho Forms form with specific users in your organisation and choose what they can do with it. Use this when you want a form you created to appear under Shared Forms for your team. This article is for form owners and admins.

Applies to: Zoho Forms – All clients

Background

A form always stays under My Forms for the person who created and owns it. When you share the form with team members or give them permissions, it appears automatically under Shared Forms in their accounts.

You don't need to move the form or recreate it in a different section. Share it with the right users using the steps in Share a form with specific users, and they can open it directly from their Shared Forms view.

Share a form with specific users

  1. Go to the form you want to share.
  2. Click Share in the left sidebar.
  3. Click Specific Users.
  4. Select the right permission from the Permission drop-down:
    • Submit Form: view and submit the form.
    • Modify Form: modify the form and its configurations, and submit the form.
    • Modify Form, Entries, Reports: all the Modify Form permissions, plus edit entries and create and modify reports.
  5. Type the user's email address in the Search Email Address field. The user must be registered in your organisation's system.
  6. Select the email address from the search results.
  7. Click Share.

Walkthrough

Open the Scribe guide: How to Share Zoho Forms With Specific Users